See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,739 | $81,460+29.8% | $103,333+2.3% | $80,856+30.8% |
| Participation rate | 61.8% | 66.8%-5.1pp | 74.5%-12.7pp | 67.6%-5.9pp |
| Annual return | 9.66% | 25.55%-15.9pp | 24.88%-15.2pp | 35.59%-25.9pp |
| Employer contribution / active EE | $4,428 | $3,105+42.6% | $3,868+14.5% | $2,755+60.7% |
| Participant deferral / active EE | $7,769 | $3,869+100.8% | $5,057+53.6% | $4,296+80.9% |
| Admin fee / account holder | $825 | $6,566-87.4% | $8,355-90.1% | $6,918-88.1% |